2023 Form 5500 filing — Lpi, Inc. 401(K) Plan

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20250225162439NAL0007278131001) for Lpi, Inc. 401(K) Plan, reported by Lpi, Inc. under EIN 45-2736824 and plan number 001. It reports 414 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$3MReported net assets$2,975,096
Participants414
Provider compensation$19.9K2 Schedule C row(s)$19,928
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250225162439NAL0007278131001
Plan sponsor
Lpi, Inc.
EIN
45-2736824
Plan number
001
Location
Johnson City, TN
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$3.1M total assets
Net assets$3MLiabilities$76.7K
Money in vs. money out
Total income / additions$1.2M
Total expenses$429.3K
Benefits paid / distributions$404.5K
Contributions
Employer$181.7K
Participant$473.9K
Full reported line items
Total assets (EOY)
$3,051,806
Total liabilities (EOY)
$76,710
Net assets (EOY)
$2,975,096
Employer contributions
$181,688
Participant contributions
$473,868
Total income / additions
$1,150,781
Benefits paid
$404,541
Administrative expenses
$19,940
Total expenses
$429,265
Net increase / (decrease)
$721,516

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Lincoln National CorporationSERVICE PROVIDER$16,653$0
My Benefits, LLCTPA$3,275not reported in the loaded dataset

Related Form 5500 pages